Pathway Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Pathway Financial Advisors’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.59M	Sell	4,651 -266	-5%	-$88.7K	0.19%	53
2026 Q1	$1.48M	Buy	4,917 +26	+0.5%	+$8.13K	0.18%	55
2025 Q4	$1.56M	Hold	4,891	–	–	0.2%	51
2025 Q3	$1.51M	Hold	4,891	–	–	0.2%	49
2025 Q2	$1.4M	Hold	4,891	–	–	0.2%	50
2025 Q1	$1.26M	Hold	4,891	–	–	0.23%	50
2024 Q4	$1.32M	Hold	4,891	–	–	0.3%	42
2024 Q3	$1.29M	Hold	4,891	–	–	0.33%	40
2024 Q2	$1.22M	Hold	4,891	–	–	0.33%	43
2024 Q1	$1.17M	Hold	4,891	–	–	0.32%	42
2023 Q4	$1.07M	Buy	4,891 +3	+0.1%	+$613	0.31%	41
2023 Q3	$956K	Buy	4,888 +681	+16%	+$139K	0.33%	37
2023 Q2	$853K	Hold	4,207	–	–	0.28%	42
2023 Q1	$786K	Hold	4,207	–	–	0.27%	42
2022 Q4	$733K	Hold	4,207	–	–	0.23%	50
2022 Q3	$688K	Hold	4,207	–	–	0.24%	45
2022 Q2	$725K	Hold	4,207	–	–	0.3%	46
2022 Q1	$877K	Hold	4,207	–	–	0.33%	42
2021 Q4	$874K	Buy	+4,207	New	+$902K	0.31%	42
2021 Q1	$815K	Hold	4,207	–	–	0.32%	39
2020 Q4	$752K	Hold	4,207	–	–	0.31%	39
2020 Q3	$663K	Hold	4,207	–	–	0.26%	38
2020 Q2	$602K	Hold	4,207	–	–	0.18%	41
2020 Q1	$480K	Sell	4,207 -11,800	-74%	-$1.66M	0.16%	42
2019 Q4	$2.44M	Sell	16,007 -6,633	-29%	-$938K	0.69%	17
2019 Q3	$3.21M	Hold	22,640	–	–	0.92%	17
2019 Q2	$3.05M	Hold	22,640	–	–	0.9%	17
2019 Q1	$2.94M	Hold	22,640	–	–	0.91%	17
2018 Q4	$2.6M	Sell	22,640 -162	-0.7%	-$20.1K	1.46%	16
2018 Q3	$2.69M	Sell	22,802 -419	-2%	-$54.9K	1.49%	16
2018 Q2	$2.9M	Hold	23,221	–	–	1.7%	12
2018 Q1	$2.81M	Hold	23,221	–	–	1.64%	13
2017 Q4	$2.85M	Buy	+23,221	New	+$2.77M	1.64%	13

Other funds holding VV

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $759M AUM 24.25% 1-Year Est. Return

Pathway Financial Advisors's VV Position: Q2 2026 in Review

Pathway Financial Advisors reduced its Vanguard Large-Cap ETF (VV) stake by 5.4% in Q2 2026, selling an estimated $88.7K and leaving 4,651 shares worth $1.59M. The position accounts for 0.19% of the portfolio, ranked #53.

Pathway Financial Advisors first reported a position in VV in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.21M in Q3 2019. 246 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Pathway Financial Advisors held 4,651 shares of Vanguard Large-Cap ETF worth $1.59M as of Q2 2026.
Pathway Financial Advisors sold 266 Vanguard Large-Cap ETF shares in Q2 2026, an estimated $88.7K.
Vanguard Large-Cap ETF made up 0.19% of Pathway Financial Advisors's portfolio in Q2 2026, its #53 holding.
Pathway Financial Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2017 and has held it in 33 quarters since.
Pathway Financial Advisors's Vanguard Large-Cap ETF position peaked at $3.21M in Q3 2019.
246 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.